P&L statement, AIS aur unhe milaane ka process
Published by The Retail Trader · JUL 29, 2026 · Features
Saal ke ant mein gains report karne ka kaam aasan ho jaata hai agar saal bhar ke records theek hain. Uske liye do documents hi kaafi hote hain, aur unhe milaana zaroori hai.
Pehla source aapke broker ka capital gains statement hai, jo har trade ka gain aur holding period ke hisaab se breakup deta hai.
Doosra source tax department ka apna consolidated statement hai, jahan aapke transactions already report ho chuke hote hain.
Mismatch aksar in wajahon se hoti hai:
• Ek se zyada broker ya demat account, jinme se ek bhool gaya.
• Corporate action ke baad cost of acquisition ka alag treatment.
• Mutual fund transactions jo broker statement mein nahi aate.
• Purani holdings jinki cost basis ka record nahi hai.
Har saal ka broker P&L statement download karke ek folder mein rakhna do minute ka kaam hai. Wo un logon ke liye sabse zyada kaam aata hai jo broker badal lete hain — kyunki purana account band hone ke baad wo statement nikaalna bahut mushkil ho jaata hai.
Ye article sirf educational hai — koi buy ya sell recommendation nahi, koi guaranteed return ka daawa nahi, aur koi advisory nahi. Rules, rates aur mechanics exchange, SEBI aur RBI time-time par badalte hain, isliye har number apne broker ya official source par khud verify karo.